Business Development Representative

Savi is a fintech public benefit company focused on making education more affordable and accessible. They are seeking a highly motivated Business Development Representative to accelerate growth across their existing base of employer, union, and channel partners by identifying upsell and expansion opportunities.

Responsibilities:

• Triage and follow up on inbound and account signals to surface upsell, renewal, and expansion opportunities across existing partners
• Build a qualified pipeline across our core education and student loan benefit products and opportunities surfaced through our partner network in coordination with the Partnerships and BD team
• Support the broker sales channel - prep materials for and follow up with broker partners (e.g., benefits consultants and advisory firms) to drive referred employer opportunities
• Prepare account briefs, one-pagers, and pitch materials using Savi's internal account-intelligence and upsell tools
• Work directly with leadership to qualify opportunities and progress deals
• Update and maintain pipeline hygiene and forecast accuracy in our CRM
• Travel to channel-partner and industry events (e.g., broker councils, union benefits conferences) to build relationships and generate leads
• Demonstrate and teach strong selling and influencing skills
• Generate appointments through a mix of warm, signal-driven follow-up and proactive outbound

Requirements:

• 0–2 years of sales, partnerships, or customer-facing experience
• Comfortable working in CRM and data tools (e.g., HubSpot, dashboards/BI), and quick to learn internal tooling
• Bachelor's degree or equivalent experience
• Strong communication and time management skills
• Comfortable in a velocity sales environment
• Highly organized - able to manage a high volume of signals and follow-ups without dropping threads
• An entrepreneurial spirit; Self-starter able to work quickly and with high-quality on complex, detail oriented tasks
• Ability to travel 20% of the time
• Preferred experience working with brokers, benefits consultants, or channel partners
• Interest in employee benefits, unions/membership organizations, or student-loan and financial-wellness - and in the social impact mission of Savi